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ExxonMobil

Name Holding Trade Value Shares
Change
Change in
Stake
WF
2051
WoodTrust Financial
Wisconsin
$594K -$120K -1,550 -17%
LB
2052
Legacy Bridge
Iowa
$594K
CYG
2053
Clean Yield Group
Vermont
$594K +$65.8K +850 +12%
CC
2054
Cedar Capital
Illinois
$591K -$300K -3,873 -33%
HCM
2055
Heathbridge Capital Management
Ontario, Canada
$586K
FFW
2056
Fusion Family Wealth
New York
$585K +$466K +6,021 +373%
RIS
2057
Retirement Income Solutions
Michigan
$584K -$11.3K -146 -2%
SA
2058
Shilanski & Associates
Alaska
$584K +$590K +7,621 New
SSW
2059
Smith Shellnut Wilson
Mississippi
$580K -$27.3K -353 -4%
KF
2060
Krilogy Financial
Missouri
$580K +$115K +1,490 +24%
TH
2061
Timber Hill
Connecticut
$578K +$136K +1,755 +30%
SG
2062
StoneX Group
New York
$577K -$542 -7 -0.1%
WC
2063
Whitney & Co
New York
$576K +$8.05K +104 +1%
TFGT
2064
TS Financial Group (TSFG)
Illinois
$572K +$155 +2 +0%
CWM
2065
Cordatus Wealth Management
Pennsylvania
$572K +$22.9K +296 +4%
QCM
2066
Quadrant Capital Management
New Jersey
$571K +$1.63K +21 +0.3%
KPCM
2067
Kings Point Capital Management
New York
$570K +$127K +1,635 +28%
WFWM
2068
Wechter Feldman Wealth Management
New Jersey
$568K -$61K -788 -10%
MAS
2069
Managed Account Services
Florida
$568K +$77 +1 +0%
TPA
2070
Trivium Point Advisory
Connecticut
$568K +$574K +7,418 New
PCMK
2071
Paragon Capital Management (Kansas)
Kansas
$567K -$20.2K -261 -3%
WIP
2072
Wellesley Investment Partners
Massachusetts
$567K -$464 -6 -0.1%
PHK
2073
Point72 Hong Kong
Hong Kong
$564K +$569K +7,354 New
MVA
2074
Mount Vernon Associates
Maryland
$561K
KP
2075
Keel Point
Alabama
$561K +$9.44K +122 +2%